AUMdb

South Bay Ford, Inc. And Ford West 401(k) Plan

Sponsored by South Bay Ford · EIN 954451497 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
184
With balances
207

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Life Agency, Inc. Investment advisory (plan), Consulting (general) $24,010
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $22,302